PDS Planning, Inc | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 553 positions

VEA

Vanguard FTSE Developed Markets ETF

1,770,112 shares

$110.6M

7.39%

IVV

iShares Core S&P 500 ETF

150,189 shares

$102.9M

6.87%

AGG

iShares Core U.S. Aggregate Bond ETF

790,542 shares

$79.0M

5.27%

Vanguard Mid-Cap ETF

227,783 shares

$66.1M

4.42%

AVUV

601,919 shares

$61.4M

4.10%

VIG

Vanguard Dividend Appreciation ETF

277,806 shares

$61.1M

4.08%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

1,040,963 shares

$56.0M

3.74%

BNDX

Vanguard Total International Bond ETF

951,867 shares

$46.0M

3.07%

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

729,396 shares

$38.6M

2.58%

REET

1,533,569 shares

$38.3M

2.56%

AAPL

Apple Inc.

130,608 shares

$35.5M

2.37%

BSV

Vanguard Short-Term Bond ETF

410,522 shares

$32.4M

2.16%

NVDA

NVIDIA CORP

172,996 shares

$32.3M

2.16%

MSFT

MICROSOFT CORP

53,060 shares

$25.7M

1.71%

ABBV

AbbVie Inc.

110,533 shares

$25.3M

1.69%

VBR

Vanguard Small-Cap Value ETF

98,861 shares

$20.9M

1.40%

IEFA

iShares Core MSCI International Developed Markets ETF

187,346 shares

$16.8M

1.12%

BND

Vanguard Total Bond Market ETF

220,923 shares

$16.4M

1.09%

JPM

JPMORGAN CHASE & CO

49,371 shares

$15.9M

1.06%

ABT

ABBOTT LABORATORIES

121,398 shares

$15.2M

1.02%

AMZN

AMAZON COM INC

65,738 shares

$15.2M

1.01%

BRK.A

Berkshire Hathaway Inc. Class A

20 shares

$15.1M

1.01%

IJH

iShares Core S&P Mid-Cap ETF

228,687 shares

$15.1M

1.01%

GOOG

Alphabet Inc.

46,443 shares

$14.6M

0.97%

BRK.B

Berkshire Hathaway Inc. Class B

28,972 shares

$14.6M

0.97%

MUB

VanEck Municipal Bond ETF

130,034 shares

$13.9M

0.93%

IEMG

iShares Core MSCI Emerging Markets ETF

205,689 shares

$13.8M

0.92%

Vanguard Small-Cap ETF

52,076 shares

$13.4M

0.90%

GOOGL

Alphabet Inc.

42,353 shares

$13.3M

0.89%

VTEB

Vanguard Tax-Exempt Bond ETF

259,003 shares

$13.0M

0.87%

IAGG

228,153 shares

$11.4M

0.76%

SUB

iShares Short-Term National Muni Bond ETF

99,658 shares

$10.6M

0.71%

AVGO

Broadcom Inc.

26,700 shares

$9.2M

0.62%

VTI

Vanguard Total Stock Market ETF

26,168 shares

$8.8M

0.59%

Vanguard Total World Stock ETF

58,050 shares

$8.2M

0.55%

Most Active Tickers

VEA

Vanguard FTSE Developed Markets ETF

2 signals

IVV

iShares Core S&P 500 ETF

2 signals

AGG

iShares Core U.S. Aggregate Bond ETF

2 signals

Vanguard Mid-Cap ETF

2 signals

AVUV

2 signals

VIG

Vanguard Dividend Appreciation ETF

2 signals

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

2 signals

BNDX

Vanguard Total International Bond ETF

2 signals

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

2 signals

Activity (Last 7 Days)

Jul 28, 2026

+553-0

Apr 22, 2026

+561-0

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